Funds holding Phillips Edison & Co Inc
320 funds declare a position · 82 ETFs and 238 other funds · 2.2B $· 12.4M SEK· 213.8K € · US71844V2016
Each line carries its report date.
| Rank | Fund | Shares | Value | Weight | |
|---|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF iShares Trust | 7,554,549 | 282.7M $ | 0.31 % | as of Mar 31, 2026 · Original filing |
| 2 | VANGUARD REAL ESTATE INDEX FUND VANGUARD SPECIALIZED FUNDS | 4,670,467 | 187.6M $ | 0.27 % | as of Apr 30, 2026 · Original filing |
| 3 | VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 4,002,244 | 149.8M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 4 | iShares Russell 2000 ETF iShares Trust | 3,105,498 | 116.2M $ | 0.16 % | as of Mar 31, 2026 · Original filing |
| 5 | VANGUARD EXPLORER FUND VANGUARD EXPLORER FUND | 2,982,447 | 119.8M $ | 0.55 % | as of Apr 30, 2026 · Original filing |
| 6 | VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS | 2,900,248 | 108.5M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| 7 | VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 1,403,544 | 52.5M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| 8 | Fidelity Small Cap Index Fund Fidelity Salem Street Trust | 1,254,383 | 50.4M $ | 0.15 % | as of Apr 30, 2026 · Original filing |
| 9 | State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF SPDR SERIES TRUST | 1,139,036 | 42.6M $ | 0.31 % | as of Mar 31, 2026 · Original filing |
| 10 | VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS | 923,509 | 34.6M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| 11 | iShares Russell 2000 Value ETF iShares Trust | 893,462 | 33.4M $ | 0.27 % | as of Mar 31, 2026 · Original filing |
| 12 | Schwab U.S. REIT ETF SCHWAB STRATEGIC TRUST | 870,465 | 34.2M $ | 0.35 % | as of Feb 28, 2026 · Original filing |
| 13 | VANGUARD TAX-MANAGED SMALL-CAP FUND VANGUARD TAX-MANAGED FUNDS | 841,838 | 31.5M $ | 0.33 % | as of Mar 31, 2026 · Original filing |
| 14 | VANGUARD REAL ESTATE II INDEX FUND VANGUARD FIXED INCOME SECURITIES FUNDS | 828,168 | 33.3M $ | 0.31 % | as of Apr 30, 2026 · Original filing |
| 15 | VANGUARD SMALL-CAP GROWTH INDEX FUND VANGUARD INDEX FUNDS | 813,176 | 30.4M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| 16 | Nomura Small Cap Core Fund Delaware Group Equity Funds V | 785,961 | 30.9M $ | 0.54 % | as of Feb 27, 2026 · Original filing |
| 17 | Fidelity Enhanced Small Cap ETF Fidelity Covington Trust | 748,316 | 28M $ | 0.68 % | as of Mar 31, 2026 · Original filing |
| 18 | Fidelity Real Estate Investment Portfolio Fidelity Select Portfolios | 700,026 | 28.1M $ | 0.86 % | as of Apr 30, 2026 · Original filing |
| 19 | DFA REAL ESTATE SECURITIES PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 682,541 | 27.4M $ | 0.39 % | as of Apr 30, 2026 · Original filing |
| 20 | Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 654,946 | 25.7M $ | 0.06 % | as of Feb 28, 2026 · Original filing |
| 21 | iShares S&P Small-Cap 600 Growth ETF iShares Trust | 629,513 | 23.6M $ | 0.36 % | as of Mar 31, 2026 · Original filing |
| 22 | VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 625,891 | 24.6M $ | 0.16 % | as of Feb 28, 2026 · Original filing |
| 23 | Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST | 609,484 | 23.9M $ | 0.12 % | as of Feb 28, 2026 · Original filing |
| 24 | Fidelity SAI Real Estate Fund Fidelity Summer Street Trust | 584,292 | 23.5M $ | 0.86 % | as of Apr 30, 2026 · Original filing |
| 25 | VANGUARD STRATEGIC EQUITY FUND VANGUARD HORIZON FUNDS | 578,055 | 21.6M $ | 0.21 % | as of Mar 31, 2026 · Original filing |
| 26 | Janus Henderson Small Cap Value Fund JANUS INVESTMENT FUND | 560,470 | 21M $ | 1.81 % | as of Mar 31, 2026 · Original filing |
| 27 | iShares S&P Small-Cap 600 Value ETF iShares Trust | 515,855 | 19.3M $ | 0.25 % | as of Mar 31, 2026 · Original filing |
| 28 | DFA Global Real Estate Securities Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 478,000 | 19.2M $ | 0.25 % | as of Apr 30, 2026 · Original filing |
| 29 | JPMorgan Small Cap Growth Fund JPMorgan Trust II | 462,538 | 17.3M $ | 0.79 % | as of Mar 31, 2026 · Original filing |
| 30 | Columbia Small Cap Value and Inflection Fund COLUMBIA FUNDS SERIES TRUST | 442,240 | 17.4M $ | 2.10 % | as of Feb 28, 2026 · Original filing |
| 31 | VANGUARD S&P SMALL-CAP 600 INDEX FUND VANGUARD ADMIRAL FUNDS | 431,165 | 16.9M $ | 0.31 % | as of Feb 28, 2026 · Original filing |
| 32 | Nuveen Quant Small Cap Equity Fund TIAA-CREF Funds | 414,240 | 16.6M $ | 0.43 % | as of Apr 30, 2026 · Original filing |
| 33 | iShares Core U.S. REIT ETF iShares Trust | 406,465 | 16.3M $ | 0.43 % | as of Apr 30, 2026 · Original filing |
| 34 | State Street(R) SPDR(R) S & P 600(TM) Small Cap Growth ETF SPDR SERIES TRUST | 384,894 | 14.4M $ | 0.36 % | as of Mar 31, 2026 · Original filing |
| 35 | iShares Global REIT ETF iShares Trust | 333,101 | 13.4M $ | 0.28 % | as of Apr 30, 2026 · Original filing |
| 36 | Global Real Estate Fund American Century Capital Portfolios, Inc. | 284,486 | 11.4M $ | 1.40 % | as of Apr 30, 2026 · Original filing |
| 37 | Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST | 277,311 | 11.1M $ | 0.15 % | as of Apr 30, 2026 · Original filing |
| 38 | State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF SPDR SERIES TRUST | 276,674 | 10.4M $ | 0.25 % | as of Mar 31, 2026 · Original filing |
| 39 | College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund | 271,664 | 10.2M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 40 | THE HARTFORD SMALL COMPANY FUND HARTFORD MUTUAL FUNDS, INC | 261,689 | 10.5M $ | 1.58 % | as of Apr 30, 2026 · Original filing |
| 41 | Fidelity Real Estate Index Fund Fidelity Salem Street Trust | 247,166 | 9.9M $ | 0.31 % | as of Apr 30, 2026 · Original filing |
| 42 | Real Estate Fund American Century Capital Portfolios, Inc. | 234,502 | 9.4M $ | 1.77 % | as of Apr 30, 2026 · Original filing |
| 43 | Fidelity Total Market Index Fund Fidelity Concord Street Trust | 233,445 | 9.2M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 44 | Schwab Fundamental U.S. Small Company ETF SCHWAB STRATEGIC TRUST | 229,365 | 9M $ | 0.09 % | as of Feb 28, 2026 · Original filing |
| 45 | State Street(R) SPDR(R) Dow Jones(R) REIT ETF SPDR SERIES TRUST | 227,238 | 8.5M $ | 0.50 % | as of Mar 31, 2026 · Original filing |
| 46 | Dimensional Global Real Estate ETF Dimensional ETF Trust | 222,789 | 8.9M $ | 0.26 % | as of Apr 30, 2026 · Original filing |
| 47 | Goldman Sachs Small Cap Value Insights Fund Goldman Sachs Trust | 208,945 | 8.4M $ | 0.75 % | as of Apr 30, 2026 · Original filing |
| 48 | Master Small Cap Index Series Quantitative Master Series LLC | 205,327 | 7.7M $ | 0.16 % | as of Mar 31, 2026 · Original filing |
| 49 | Columbia Small Cap Index Fund COLUMBIA FUNDS SERIES TRUST | 200,240 | 7.9M $ | 0.31 % | as of Feb 28, 2026 · Original filing |
| 50 | DWS Small Cap Core Fund DEUTSCHE DWS INVESTMENT TRUST | 200,000 | 7.5M $ | 0.71 % | as of Mar 31, 2026 · Original filing |
| 51 | JNL Small Cap Index Fund JNL Series Trust | 195,660 | 7.3M $ | 0.31 % | as of Mar 31, 2026 · Original filing |
| 52 | Old Westbury Small & Mid Cap Strategies Fund Old Westbury Funds Inc | 187,991 | 7.6M $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| 53 | Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 185,020 | 7.3M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 54 | iShares Russell 2000 Growth ETF iShares Trust | 183,915 | 6.9M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| 55 | HARTFORD SMALL COMPANY HLS FUND HARTFORD SERIES FUND INC | 167,989 | 6.3M $ | 1.62 % | as of Mar 31, 2026 · Original filing |
| 56 | VANGUARD STRATEGIC SMALL-CAP EQUITY FUND VANGUARD HORIZON FUNDS | 167,871 | 6.3M $ | 0.26 % | as of Mar 31, 2026 · Original filing |
| 57 | iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 166,374 | 6.2M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 58 | Dimensional US Real Estate ETF Dimensional ETF Trust | 165,241 | 6.6M $ | 0.39 % | as of Apr 30, 2026 · Original filing |
| 59 | iShares FTSE NAREIT All Equity REIT Index Fund BlackRock Funds | 162,305 | 6.5M $ | 0.33 % | as of Apr 30, 2026 · Original filing |
| 60 | VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS | 157,097 | 6.3M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 61 | Virtus Duff & Phelps Real Estate Securities Fund Virtus Opportunities Trust | 155,205 | 5.8M $ | 1.70 % | as of Mar 31, 2026 · Original filing |
| 62 | Nuveen Small Cap Blend Index Fund TIAA-CREF Funds | 150,428 | 6M $ | 0.15 % | as of Apr 30, 2026 · Original filing |
| 63 | Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II | 149,764 | 5.9M $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 64 | JPMorgan Small Cap Blend Fund JPMorgan Trust I | 149,324 | 5.6M $ | 0.39 % | as of Mar 31, 2026 · Original filing |
| 65 | Empower Real Estate Index Fund EMPOWER FUNDS, INC. | 143,832 | 5.4M $ | 0.42 % | as of Mar 31, 2026 · Original filing |
| 66 | Virtus Duff & Phelps Global Real Estate Securities Fund Virtus Opportunities Trust | 140,950 | 5.3M $ | 1.31 % | as of Mar 31, 2026 · Original filing |
| 67 | Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust | 138,030 | 5.5M $ | 0.19 % | as of Apr 30, 2026 · Original filing |
| 68 | EQ/2000 Managed Volatility Portfolio EQ Advisors Trust | 132,641 | 5M $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| 69 | JPMorgan Small Cap Value Fund JPMorgan Trust II | 128,832 | 4.8M $ | 0.42 % | as of Mar 31, 2026 · Original filing |
| 70 | JPMorgan BetaBuilders MSCI US REIT ETF J.P. Morgan Exchange-Traded Fund Trust | 128,641 | 5.1M $ | 0.45 % | as of Feb 28, 2026 · Original filing |
| 71 | Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust | 128,627 | 4.8M $ | 0.27 % | as of Mar 31, 2026 · Original filing |
| 72 | MassMutual Small Cap Growth Equity Fund MASSMUTUAL SELECT FUNDS | 122,317 | 4.6M $ | 0.81 % | as of Mar 31, 2026 · Original filing |
| 73 | Fidelity Enhanced Large Cap Value ETF Fidelity Covington Trust | 121,543 | 4.5M $ | 0.17 % | as of Mar 31, 2026 · Original filing |
| 74 | Small-Cap Value Series LORD ABBETT RESEARCH FUND INC | 121,302 | 4.8M $ | 1.25 % | as of Feb 28, 2026 · Original filing |
| 75 | iShares ESG Aware MSCI USA Small-Cap ETF iShares Trust | 117,459 | 4.6M $ | 0.20 % | as of Feb 28, 2026 · Original filing |
| 76 | Fidelity MSCI Real Estate Index ETF FIDELITY COVINGTON TRUST | 117,064 | 4.7M $ | 0.33 % | as of Apr 30, 2026 · Original filing |
| 77 | Nuveen Equity Index Fund TIAA-CREF Funds | 116,898 | 4.7M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 78 | VANGUARD S&P SMALL-CAP 600 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS | 116,229 | 4.6M $ | 0.27 % | as of Feb 28, 2026 · Original filing |
| 79 | Goldman Sachs Small Cap Equity Insights Fund Goldman Sachs Trust | 110,639 | 4.4M $ | 0.61 % | as of Apr 30, 2026 · Original filing |
| 80 | PSF Small-Cap Stock Index Portfolio Prudential Series Fund | 108,450 | 4.1M $ | 0.30 % | as of Mar 31, 2026 · Original filing |
| 81 | WisdomTree U.S. SmallCap Dividend Fund WisdomTree Trust | 107,996 | 4M $ | 0.21 % | as of Mar 31, 2026 · Original filing |
| 82 | Small Cap Stock Trust John Hancock Variable Insurance Trust | 107,963 | 4M $ | 1.63 % | as of Mar 31, 2026 · Original filing |
| 83 | SmallCap S&P 600 Index Fund Principal Funds, Inc | 98,883 | 4M $ | 0.30 % | as of Apr 30, 2026 · Original filing |
| 84 | REAL ESTATE INDEX PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS | 92,813 | 3.5M $ | 0.32 % | as of Mar 31, 2026 · Original filing |
| 85 | State Street(R) SPDR(R) Dow Jones(R) Global Real Estate ETF SPDR INDEX SHARES FUNDS | 91,679 | 3.4M $ | 0.30 % | as of Mar 31, 2026 · Original filing |
| 86 | Empower S&P Small Cap 600 Index Fund EMPOWER FUNDS, INC. | 90,300 | 3.4M $ | 0.31 % | as of Mar 31, 2026 · Original filing |
| 87 | Fidelity Small-Mid Multifactor ETF Fidelity Covington Trust | 89,127 | 3.6M $ | 0.15 % | as of Apr 30, 2026 · Original filing |
| 88 | THRIVENT SMALL CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. | 83,969 | 3.1M $ | 0.30 % | as of Mar 31, 2026 · Original filing |
| 89 | MOA SMALL CAP GROWTH FUND MoA Funds Corp | 83,002 | 3.1M $ | 0.75 % | as of Mar 31, 2026 · Original filing |
| 90 | LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 82,400 | 3.1M $ | 0.16 % | as of Mar 31, 2026 · Original filing |
| 91 | VANGUARD S&P SMALL-CAP 600 GROWTH INDEX FUND VANGUARD ADMIRAL FUNDS | 81,439 | 3.2M $ | 0.36 % | as of Feb 28, 2026 · Original filing |
| 92 | Harbor Human Capital Factor US Small Cap ETF Harbor ETF Trust | 78,406 | 3.1M $ | 2.00 % | as of Apr 30, 2026 · Original filing |
| 93 | SMALL COMPANY GROWTH PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS | 77,943 | 2.9M $ | 0.21 % | as of Mar 31, 2026 · Original filing |
| 94 | VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 76,212 | 3M $ | 0.27 % | as of Feb 28, 2026 · Original filing |
| 95 | Invesco S&P SmallCap Low Volatility ETF Invesco Exchange-Traded Fund Trust II | 75,420 | 3M $ | 1.23 % | as of Feb 28, 2026 · Original filing |
| 96 | JPMorgan U.S. Small Company Fund JPMorgan Trust I | 73,645 | 2.8M $ | 0.30 % | as of Mar 31, 2026 · Original filing |
| 97 | Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust | 72,507 | 2.8M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 98 | Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 72,072 | 2.9M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 99 | Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 71,781 | 2.8M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 100 | VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 70,855 | 2.7M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
Institutional managers
431 managers declare this company to the SEC (Form 13F). These positions are not counted in the totals above: a manager and its own funds file separately.
| Manager | Shares | Value | |
|---|---|---|---|
| BlackRock, Inc. | 22,051,012 | 825.1M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 7,129,625 | 267.6M $ | as of Mar 31, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | 5,212,095 | 195M $ | as of Mar 31, 2026 |
| FMR LLC | 4,132,592 | 154.6M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 3,545,092 | 132.7M $ | as of Mar 31, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | 3,296,673 | 123.4M $ | as of Mar 31, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 2,363,479 | 88.4M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 1,899,214 | 71.1M $ | as of Mar 31, 2026 |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO | 1,801,516 | 67.4M $ | as of Mar 31, 2026 |
| JPMORGAN CHASE & CO | 1,791,648 | 67M $ | as of Mar 31, 2026 |
| Engineers Gate Manager LP | 1,754,637 | 65.7M $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 1,703,172 | 63.7M $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 1,490,487 | 55.8M $ | as of Mar 31, 2026 |
| Nuveen, LLC | 992,853 | 37.2M $ | as of Mar 31, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 979,325 | 36.6M $ | as of Mar 31, 2026 |
| AMERICAN CENTURY COMPANIES INC | 959,858 | 35.9M $ | as of Mar 31, 2026 |
| AMERIPRISE FINANCIAL INC | 947,321 | 35.5M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 946,127 | 35.4M $ | as of Mar 31, 2026 |
| Bank of New York Mellon Corp | 942,612 | 35.3M $ | as of Mar 31, 2026 |
| Hudson Bay Capital Management LP | 910,029 | 34.1M $ | as of Mar 31, 2026 |
| Legal & General Group Plc | 811,708 | 30.4M $ | as of Mar 31, 2026 |
| Balyasny Asset Management L.P. | 704,622 | 26.4M $ | as of Mar 31, 2026 |
| Cetera Investment Advisers | 657,017 | 24.6M $ | as of Mar 31, 2026 |
| JANUS HENDERSON GROUP PLC | 615,054 | 23M $ | as of Mar 31, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | 612,129 | 22.9M $ | as of Mar 31, 2026 |